Random Roger's Retirement Planning

MAY 4, 2025

We talk frequently about the stock market's ergodicity, the natural inertia to go from the lower left to the upper right despite some bumps along the way. The more someone trades, the more they are fighting that natural inertia other than proper asset allocation targets and mitigating sequence of return risk when relevant.

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Yardley Wealth Management

AUGUST 20, 2024

The post Staying Disciplined: How to Stick to Your Financial Plan Despite Market Volatility appeared first on Yardley Wealth Management, LLC. Staying Disciplined: How to Stick to Your Financial Plan Despite Market Volatility Introduction: Market volatility is a fact of life for investors.

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Nerd's Eye View

OCTOBER 15, 2024

So, whether you're interested in learning about implementing a liability-driven-investing approach to manage sequence of return risk, how to actively manage fixed income portfolios, or how to navigate a firm transition during a market downturn, then we hope you enjoy this episode of the Financial Advisor Success podcast, with Mark Asaro.

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The Big Picture

APRIL 29, 2025

I get the, the idea that, hey, this was kind of the early days of a bear market that that went on for another decade. We take, we take large positions in, in, in concentrated portfolios, and we’re really striving to be that high alpha equity manager for, for pension plans and for wealth allocators.

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Brown Advisory

SEPTEMBER 11, 2016

September 2016 Insights on Markets and Investments achen Mon, 09/12/2016 - 01:00 In this issue: Investors Facing Rising Risks Need Solid Defense, Savvy Offense Increasing political and economic risk during the past year has widened the range of possible positive and negative scenarios for financial markets. tax law.

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Brown Advisory

SEPTEMBER 11, 2016

September 2016 Insights on Markets and Investments. In this issue: Investors Facing Rising Risks Need Solid Defense, Savvy Offense Increasing political and economic risk during the past year has widened the range of possible positive and negative scenarios for financial markets. Mon, 09/12/2016 - 01:00. Investors snapping up U.S.

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Meb Faber Research

JUNE 21, 2023

Episode #486: Ben Inker & Tom Hancock, GMO – The Value and Quality Opportunity Guest: Ben Inker is co-head of GMO’s Asset Allocation team, a member of the GMO Board of Directors and a partner of the firm.

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Discipline Funds

FEBRUARY 21, 2023

Traditional portfolio management applies allocation models that account for risk per unit of return, but fail to account for the problem of time within this process. The All Duration Investing approach adds the element of time by quantifying a portfolio for returns per unit of risk across time.

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Carson Wealth

JANUARY 2, 2024

The Year Played Out as Expected Ryan Detrick, VP and Chief Market Strategist You might not believe it, but 2023 played out just as expected. Emerging from the depths of the 2022 bear market, the introduction of ChatGPT illuminated the potential of AI for the layman, igniting a remarkable surge in related tech stocks. While 6.5%

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Harness Wealth

JANUARY 29, 2025

Tax-loss harvesting is especially useful during volatile market conditions, as price fluctuations can create opportunities to realize losses without significantly disrupting an investor’s overall portfolio strategy. This allows the investor to maintain market exposure without violating IRS regulations.

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Brown Advisory

JUNE 21, 2023

CIO Perspectives: A New Bull Market? The economy shakes, but the market shrugs. The team discusses how the market is currently climbing an especially daunting wall of worry, and how investors are shrugging off multiple examples of geopolitical and financial concerns around the world.

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International College of Financial Planning

DECEMBER 29, 2024

As markets evolve and client needs become more sophisticated, the demand for qualified financial planners continues to grow exponentially. Understanding the Value of Financial Planning Education Financial markets are becoming increasingly intricate, requiring professionals to stay ahead through continuous learning and development.

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Brown Advisory

MARCH 28, 2019

What’s more, in the current market environment, fixed income returns alone are barely able to keep pace with inflation. In this paper, we will discuss our framework for spend-rate analysis, and how we help our endowment and foundation clients translate this analysis into decisions for their portfolios.

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Brown Advisory

MARCH 28, 2019

What’s more, in the current market environment, fixed income returns alone are barely able to keep pace with inflation. In this paper, we will discuss our framework for spend-rate analysis, and how we help our endowment and foundation clients translate this analysis into decisions for their portfolios.

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Workable Wealth

SEPTEMBER 16, 2020

By now you have a good understanding of what the market is, how the stock market works, and different methods of tracking market performance. Now it’s time to look at some key tools to keep in mind when investing in the stock market. . The easiest way to view diversification is in terms of asset classes.

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Trade Brains

DECEMBER 7, 2023

From the above concepts you will learn how to approach financials and plan for your retirement goals with good risk management. Financial Education Certification by NISM National Institute of Securities Market(NISM) is a financial initiative by SEBI that offers courses related to investing. You can enroll in the course here.

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Random Roger's Retirement Planning

AUGUST 12, 2024

Knowing that it will happen makes engaging in markets much easier on the nerves. Assuming the world doesn't end, markets will continue to function and generally work higher at some unknowable rate. Since we cannot know the path, this really spotlights a couple of important portfolio management concepts. Think about it.

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Truemind Capital

MAY 19, 2020

It’s not that they knew the time of the market crash, but their investment strategies ensured that their portfolios were prepared for any such eventualities. They understand that stock markets go through a cycle and the valuable lessons from history taught them to read signs and stay cautiously optimistic.

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WiserAdvisor

OCTOBER 5, 2022

When applied to investing, many folks may come to the same conclusion that 80% of their returns are generated from only 20% of their asset allocations. In finance, you can use the 80/20 rule for important activities such as budgeting, asset allocation, and planning. That said, one cannot say that this is a general rule.

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The Big Picture

FEBRUARY 6, 2024

Now I do fundamental side research portfolio management, which I just, 00:08:20 [Speaker Changed] So, so you joined GMO, there’s 60 people, 30 years. We hear a lot about Jeremy Grantham thoughts on markets, but much less on how the firm is managed, how this growth came about and the culture as a business.

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The Big Picture

MARCH 7, 2023

She worked with George Soros, she worked with Steve Cohen at SAC Capital, and ultimately ends up joining Goldman Sachs Asset Management Group, as co-CIO, a fascinating approach to macro, very quantitatively driven and very academic research-oriented. The market microstructure has changed. When do you own growth?

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ClearMoney

NOVEMBER 4, 2021

As with many things in life, the truth is somewhere between the extremes: While both simulated and real-world data suggest momentum may not be suitable as a driver of long-term asset allocations, we believe momentum considerations can be integrated in a cost-effective way to help inform daily portfolio management decisions.

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The Irrelevant Investor

JULY 19, 2016

Everybody who ever invested a dime in the market had a mentor. The stock market is a giant distraction to the business of investing. Smith taught me how much the market, and even more so the investor, are influenced by psychology. Bogle taught me the power of indexing, to keep costs down, and to think long-term.

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Brown Advisory

DECEMBER 2, 2015

Stock market corrections can prompt investors to impulse selling or other moves that are often harmful to their long-term financial well-being. During times of market volatility, such long-term planning enables clients to shake off an impulse to sell. By Taylor Graff, CFA, Asset Allocation Analyst. Set hard numbers.

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WiserAdvisor

MAY 13, 2025

A well-diversified portfolio helps protect against market volatility and minimizes the risk of significant losses. Instead of depending on a single investment type, spreading assets across multiple classes enhances stability and fosters long-term financial resilience. It reduces risks associated with domestic market downturns.

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Brown Advisory

MAY 31, 2017

EUROPEAN RE-ENTRY: Why We Are Shifting Portfolios Toward European Stocks achen Thu, 06/01/2017 - 02:47 Asset allocation—at least for us—is an exercise in nuance. We move slowly and carefully when it comes to shifting our portfolios away from one asset class or region and toward another. Take Europe, for instance.

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Brown Advisory

MAY 31, 2017

EUROPEAN RE-ENTRY: Why We Are Shifting Portfolios Toward European Stocks. Asset allocation—at least for us—is an exercise in nuance. We move slowly and carefully when it comes to shifting our portfolios away from one asset class or region and toward another. Thu, 06/01/2017 - 02:47. Take Europe, for instance.

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Brown Advisory

DECEMBER 2, 2015

Weak commodity prices and flagging emerging market economies have dimmed the outlook for energy and metals companies, and are shaking up the high-yield bond market. But at the same time, with 5% of high-yield bonds selling at distressed levels, we see a market indication that corporate bankruptcies may rise in 2016.

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Brown Advisory

SEPTEMBER 1, 2015

economy is in its sixth year of expansion, the housing market is strengthening, initial claims for unemployment insurance have hit a 41-year low, and yet there is one group that seems noticeably absent from the party: the consumer. even though the job market strengthened and aggregate personal income rose 4.1%. No Longer Homebound.

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Brown Advisory

OCTOBER 4, 2021

As we will discuss in this article, we conduct climate-related research and analysis (as part of our overall research efforts) along several separate but integrated tracks to guide our asset allocation, manager research and portfolio construction efforts. The portfolio information above represents a model portfolio.

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Brown Advisory

OCTOBER 4, 2021

As we will discuss in this article, we conduct climate-related research and analysis (as part of our overall research efforts) along several separate but integrated tracks to guide our asset allocation, manager research and portfolio construction efforts. The portfolio information above represents a model portfolio.

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Brown Advisory

AUGUST 6, 2019

Ever since Taylor joined our firm in 2010, I’ve been deeply impressed with his understanding of the markets and his intellectual curiosity with respect to all types of investments. Of course, I look forward to continued conversations with him about the markets and this publication. In my early days as an equity analyst for Alex.

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Brown Advisory

AUGUST 6, 2019

Ever since Taylor joined our firm in 2010, I’ve been deeply impressed with his understanding of the markets and his intellectual curiosity with respect to all types of investments. Of course, I look forward to continued conversations with him about the markets and this publication. Changes in the Investment Landscape.

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Brown Advisory

MARCH 28, 2017

One family we advise wants to support local businesses with a regionally focused portfolio. Another family is focused on supporting women by only selecting female portfolio managers, while a foundation we advise wants to avoid investing in companies related to fossil fuels.

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Brown Advisory

MARCH 28, 2017

One family we advise wants to support local businesses with a regionally focused portfolio. Another family is focused on supporting women by only selecting female portfolio managers, while a foundation we advise wants to avoid investing in companies related to fossil fuels.

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Brown Advisory

OCTOBER 11, 2021

We believe that the investment return needed to achieve that objective should be the most important guidepost for a portfolio’s asset allocation. With traditional assets like stocks and bonds at high valuations, the implications for future returns of those assets may be underwhelming. Source: BLOOMBERG.

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Brown Advisory

OCTOBER 11, 2021

We believe that the investment return needed to achieve that objective should be the most important guidepost for a portfolio’s asset allocation. With traditional assets like stocks and bonds at high valuations, the implications for future returns of those assets may be underwhelming. Source: BLOOMBERG.

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